Edward Jones

Back in 2003 I was referred to this Edward Jones location by a friend in North Delta who has Carman (a CFP) as his financial advisor. He actually makes house calls, so after coming to see me one evening, I decided to give him a try.
Carmen’s now been looking after my RRSPs for over 11 years. Although the markets have gone up-​and-​down during that time, he has managed our investments very well and the result has been reliable & steady long term growth. He takes the time to explain things well, and he understands and respects my risk tolerance for investing (I’m not really a risk-​taker).
Another thing that’s impressed me about Carman is that he’s good at keeping me up to date on matters without ever ringing my phone off the hook. But any time I’ve ever needed to phone him, I can usually get through to his office or mobile number immediately. And his staff (Tanya and Marjie) are quite friendly.
You can get to his Edward Jones office from Surrey or Delta pretty easily (or really anywhere in the Lower Mainland as the Alex Fraser and Hwy 99 and 91 are all close by) and there is always lots of parking spots that are free.